2013 Income Tax Checklist
It’s never too late to start planning so I’ve attached GET YOUR TAX TOGETHER_checklist2013 to help plan for the upcoming tax season. This checklist will give you a start on what documents are important, and what changes you should mention to your accountant. Now would also be a good time to start compiling information to see if […]
Tis the Season for Budgets
As a “money guy”, people assume that I am good with my finances. However, like many people, I sometime struggle with budgets. Or perhaps it’s better to say that I struggle with the conflict between the income that I have compared to the desires that I have to spend that income, I’ve always had budgets. […]
Birth of a Salesman
I was having an interesting conversation with a friend of mine who represents a major financial planning company. We were discussing the fostering of customer relationships, cold calls, advertising, word-of-mouth, and other buzzwords and phrases when I came to a startling realization: I am a salesman. My wife and I own and operate a small […]